See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,492 | $96,635-91.2% | $86,612-90.2% | $139,434-93.9% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 30.32% | 106.41%-76.1pp | 591.07%-560.7pp | 372.94%-342.6pp |
| Employer contribution / active EE | $2,177 | $3,263-33.3% | $3,022-28.0% | $4,751-54.2% |
| Participant deferral / active EE | $3,270 | $4,836-32.4% | $4,438-26.3% | $6,710-51.3% |
| Admin fee / account holder | $10 | $6,408-99.9% | $5,614-99.8% | $11,403-99.9% |